BIRCH LAKE ASSOCIATES, LLC
Plan context: BIRCH LAKE SAVINGS AND RETIREMENT PLAN
EIN 81-2228228 • Chicago, IL • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$2,665,706
2025 Contributions
$399,571
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $2,665,706 | $399,571 | $39,957iApproximate average salary by contribution assumption: employee only about $998,928 at 4% or $665,952 at 6%; with 50% employer match about $665,952 at 4% or $443,968 at 6%; with 100% employer match about $499,464 at 4% or $332,976 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 10 | $2,665,706 | $399,571 | $39,957iApproximate average salary by contribution assumption: employee only about $998,928 at 4% or $665,952 at 6%; with 50% employer match about $665,952 at 4% or $443,968 at 6%; with 100% employer match about $499,464 at 4% or $332,976 at 6%. |
| 2024 | 1 | 11 | $2,358,253 | $541,319 | $49,211iApproximate average salary by contribution assumption: employee only about $1,230,270 at 4% or $820,180 at 6%; with 50% employer match about $820,180 at 4% or $546,787 at 6%; with 100% employer match about $615,135 at 4% or $410,090 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 11 | $2,358,253 | $541,319 | $49,211iApproximate average salary by contribution assumption: employee only about $1,230,270 at 4% or $820,180 at 6%; with 50% employer match about $820,180 at 4% or $546,787 at 6%; with 100% employer match about $615,135 at 4% or $410,090 at 6%. |
| 2023 | 1 | 10 | $1,803,090 | $505,860 | $50,586iApproximate average salary by contribution assumption: employee only about $1,264,650 at 4% or $843,100 at 6%; with 50% employer match about $843,100 at 4% or $562,067 at 6%; with 100% employer match about $632,325 at 4% or $421,550 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 10 | $1,803,090 | $505,860 | $50,586iApproximate average salary by contribution assumption: employee only about $1,264,650 at 4% or $843,100 at 6%; with 50% employer match about $843,100 at 4% or $562,067 at 6%; with 100% employer match about $632,325 at 4% or $421,550 at 6%. |
| 2022 | 1 | 9 | $1,437,377 | $390,604 | $43,400iApproximate average salary by contribution assumption: employee only about $1,085,011 at 4% or $723,341 at 6%; with 50% employer match about $723,341 at 4% or $482,227 at 6%; with 100% employer match about $542,506 at 4% or $361,670 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 9 | $1,437,377 | $390,604 | $43,400iApproximate average salary by contribution assumption: employee only about $1,085,011 at 4% or $723,341 at 6%; with 50% employer match about $723,341 at 4% or $482,227 at 6%; with 100% employer match about $542,506 at 4% or $361,670 at 6%. |
| 2021 | 1 | 9 | $1,634,788 | $660,938 | $73,438iApproximate average salary by contribution assumption: employee only about $1,835,939 at 4% or $1,223,959 at 6%; with 50% employer match about $1,223,959 at 4% or $815,973 at 6%; with 100% employer match about $917,969 at 4% or $611,980 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 9 | $1,634,788 | $660,938 | $73,438iApproximate average salary by contribution assumption: employee only about $1,835,939 at 4% or $1,223,959 at 6%; with 50% employer match about $1,223,959 at 4% or $815,973 at 6%; with 100% employer match about $917,969 at 4% or $611,980 at 6%. |
| 2020 | 1 | 8 | $820,836 | $322,514 | $40,314iApproximate average salary by contribution assumption: employee only about $1,007,856 at 4% or $671,904 at 6%; with 50% employer match about $671,904 at 4% or $447,936 at 6%; with 100% employer match about $503,928 at 4% or $335,952 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 8 | $820,836 | $322,514 | $40,314iApproximate average salary by contribution assumption: employee only about $1,007,856 at 4% or $671,904 at 6%; with 50% employer match about $671,904 at 4% or $447,936 at 6%; with 100% employer match about $503,928 at 4% or $335,952 at 6%. |
| 2019 | 1 | 7 | $385,429 | $127,787 | $18,255iApproximate average salary by contribution assumption: employee only about $456,382 at 4% or $304,255 at 6%; with 50% employer match about $304,255 at 4% or $202,837 at 6%; with 100% employer match about $228,191 at 4% or $152,127 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 7 | $385,429 | $127,787 | $18,255iApproximate average salary by contribution assumption: employee only about $456,382 at 4% or $304,255 at 6%; with 50% employer match about $304,255 at 4% or $202,837 at 6%; with 100% employer match about $228,191 at 4% or $152,127 at 6%. |
| 2018 | 1 | 6 | $199,607 | $86,420 | $14,403iApproximate average salary by contribution assumption: employee only about $360,083 at 4% or $240,056 at 6%; with 50% employer match about $240,056 at 4% or $160,037 at 6%; with 100% employer match about $180,042 at 4% or $120,028 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 6 | $199,607 | $86,420 | $14,403iApproximate average salary by contribution assumption: employee only about $360,083 at 4% or $240,056 at 6%; with 50% employer match about $240,056 at 4% or $160,037 at 6%; with 100% employer match about $180,042 at 4% or $120,028 at 6%. |
| 2017 | 1 | 5 | $152,697 | $73,207 | $14,641iApproximate average salary by contribution assumption: employee only about $366,035 at 4% or $244,023 at 6%; with 50% employer match about $244,023 at 4% or $162,682 at 6%; with 100% employer match about $183,018 at 4% or $122,012 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 5 | $152,697 | $73,207 | $14,641iApproximate average salary by contribution assumption: employee only about $366,035 at 4% or $244,023 at 6%; with 50% employer match about $244,023 at 4% or $162,682 at 6%; with 100% employer match about $183,018 at 4% or $122,012 at 6%. |
| 2016 | 1 | 3 | $63,160 | $59,878 | $19,959iApproximate average salary by contribution assumption: employee only about $498,983 at 4% or $332,656 at 6%; with 50% employer match about $332,656 at 4% or $221,770 at 6%; with 100% employer match about $249,492 at 4% or $166,328 at 6%. |
| BIRCH LAKE SAVINGS AND RETIREMENT PLAN | - | 3 | $63,160 | $59,878 | $19,959iApproximate average salary by contribution assumption: employee only about $498,983 at 4% or $332,656 at 6%; with 50% employer match about $332,656 at 4% or $221,770 at 6%; with 100% employer match about $249,492 at 4% or $166,328 at 6%. |